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Client conversations on the subject of longevity and aging can sometimes be sensitive and challenging -- especially for advisors with clients who are nearing the end of their working years. How do you approach this conversation when having portfolio strategy discussions? For younger advisors specifically, it’s critical to deliver relevant and impactful facts that not only help clients, but help you build stronger relationships and a recognition of their needs.

The impact of big increases in life expectancy and the demographic shift to a predominantly senior population is changing the U.S. economy. And this is already having implications for advisors working with clients on their retirement and legacy planning.

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